Value: That Was Then, This is Now

Published on July 18, 2025

As of June 2025, the relative valuation of the cheapest 50% of the U.S. stock market compared to the expensive half is at the 3rd percentile in our 40+ years of data.

Continue reading on website
Other news

Change Your Price (and Keep the Change!)

July 18, 2025
Many advisors undercharge out of fear, but increasing fees to match your value strengthens client relationships and ensures you’re rewarded for the services you provide.

Zephyr's Adjusted for Risk: Revolutionizing Financial Advisory with AI

July 18, 2025
Zephyr's Ryan Nauman and Zock's Jim Hardeman discuss creating efficient processes for financial advisors through automated note-taking, email responses, form filling, and data entry.